Can I block trust usage for high-emission travel?
The idea of ethically aligning one’s wealth with personal values is gaining traction, and increasingly, clients are asking if they …
Point Loma Estate Planning Law
Can a bypass trust hold alternative assets like timber, wind rights, or carbon credits?
The question of whether a bypass trust – also known as a B trust or credit shelter trust – can …
How are assets transferred into the trust after death?
The process of transferring assets into a trust after death, while seemingly complex, is a crucial step in ensuring your …
Can a special needs trust support emotional support animal registration?
Navigating the complexities of special needs trusts often extends beyond financial provisions, encompassing quality of life considerations for the beneficiary, …
Can estate planning include creditor protection for beneficiaries?
Absolutely, estate planning can and often *should* include provisions for creditor protection for beneficiaries, though it’s a nuanced area of …
Can the bypass trust support creative sabbaticals for artists in the family?
The question of whether a bypass trust can support creative sabbaticals for artists within a family is a complex one, …
Can the bypass trust require biometric access for financial records?
The concept of a bypass trust, a component often utilized within a larger trust structure, is designed for estate tax …
Can the bypass trust provide travel expenses for family visits?
The question of whether a bypass trust can cover family travel expenses is surprisingly common, and the answer is nuanced. …
Can the bypass trust own shares in a closely held corporation?
The question of whether a bypass trust can own shares in a closely held corporation is a frequent one for …
Can the bypass trust hold bank accounts in multiple states?
The question of whether a bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), can hold bank accounts …